Retirement Plan Specialist — 401(k)/ESOP Expert

BDO USA; Dallas (TX); On-site; USD 45,000 - 48,000; Full time

Benefits offered by this job

ESOP company

Total Rewards benefits

Job summary

BDO USA is seeking a People & Culture Specialist, Retirement to administer and maintain the Firm’s qualified retirement plans, including 401(k) and Employee Stock Bonus Plan programs. The role involves day-to-day plan administration, responding to employee inquiries, and ensuring compliant plan operations.

The candidate will reconcile contributions, support audits, run plan data analyses, and assist with compliance activities such as Form 5500 and external partner coordination.

Qualifications

• Excellent written and verbal communication skills
• Ability to comprehend complex documents and filings
• Strong analytical and judgment skills

Responsibilities

• Assist day-to-day retirement plan administration for 401(k), Puerto Rico 401(k), and Employee Stock Bonus Plan
• Support inquiries from employees and principals in a prompt, professional manner
• Reconcile contributions, loan activity, and disbursements with payroll, vendors, and recordkeepers
• Prepare plan data extracts and assist with annual compliance tasks and Form 5500 support
• Assist in new plan implementations and updates to procedures and records

Skills

Communication

Confidentiality

Problem solving

Time management

Education

Bachelor’s degree

Tools

Excel

Word

Outlook

Job description

BDO USA is seeking a People & Culture Specialist, Retirement to administer and maintain the Firm’s qualified retirement plans, including 401(k) and Employee Stock Bonus Plan programs. The role involves day-to-day plan administration, responding to employee inquiries, and ensuring compliant plan operations.

The candidate will reconcile contributions, support audits, run plan data analyses, and assist with compliance activities such as Form 5500 and external partner coordination.